I am an Independent Financial Adviser in Dunfermline, Fife with over 18 years’ experience. I provide advice and guidance for my clients in order to improve their financial positions before and after retirement.
I work closely with Age Scotland and the NHS presenting at Pre-Retirement seminars. My presentations cover how to prepare financially for retirement with information on savings, investments, risk and taxation.
I also visit schools to discuss the Teachers’ Pension Scheme and help staff make additional provision for their future income needs.
I work as a financial adviser in Dunfermline providing advice to customers in the town and surrounding areas including;
- St Andrews
- Dalgety Bay
If you are looking for an experienced financial adviser in Dunfermline please get in touch, your initial consultation is free.